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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,986 | $124,980-79.2% | $108,359-76.0% | $154,746-83.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 25.61% | 45.00%-19.4pp | 36.89%-11.3pp | 172.34%-146.7pp |
| Employer contribution / active EE | $1,989 | $2,851-30.2% | $2,399-17.1% | $4,379-54.6% |
| Participant deferral / active EE | $3,874 | $4,743-18.3% | $4,137-6.4% | $6,730-42.4% |
| Admin fee / account holder | $34 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |